Kennedy Investment Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,521
| Closed | -$260K | – | 123 |
|
|
2024
Q1 | $260K | Buy |
+1,521
| New | +$260K | 0.14% | 107 |
|
|
2023
Q4 | – | Sell |
-1,509
| Closed | -$214K | – | 128 |
|
|
2023
Q3 | $214K | Buy |
+1,509
| New | +$214K | 0.13% | 107 |
|
|
2023
Q2 | – | Sell |
-1,487
| Closed | -$208K | – | 123 |
|
|
2023
Q1 | $208K | Sell |
1,487
-968
| -39% | -$135K | 0.13% | 111 |
|
|
2022
Q4 | $311K | Buy |
+2,455
| New | +$311K | 0.2% | 96 |
|